See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,395 | $118,680-90.4% | $98,907-88.5% | $158,922-92.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 19.21% | 372.35%-353.1pp | 196.43%-177.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,490 | $3,333-55.3% | $2,689-44.6% | $4,761-68.7% |
| Participant deferral / active EE | $2,538 | $5,088-50.1% | $4,244-40.2% | $5,982-57.6% |
| Admin fee / account holder | $1,922 | $10,131-81.0% | $6,642-71.1% | $11,246-82.9% |